Charitable Automation Connect 2.3.0 introduces the Visual Automation Builder, a full-screen canvas that lays each automation out as a flow of connected cards: a trigger, optional conditions, and a list of actions that run in order.
🧩 Many actions, one trigger: Tag a donor, send an email, add a note, and fire a webhook from a single event, dragged into any order.
✉️ Act inside Charitable: New Send Email, Tag Donor, and Add Donor Note actions run with no external service required.
🔤 Merge tags: Personalize emails and notes with live fields like {first_name}, {total}, and {campaign_name}.
🔁 Apply to existing donors: Run Tag Donor and Add Donor Note against the donors you already have.
🖥️ Canvas or Simple: Switch views anytime, and automations built before 2.3.0 keep working unchanged.
Read more here.



























